Purchases and Sales Made in Q3 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q3 2022. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-150- 77.72% |
$3.36K - $8.35K
|
43
$2.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-152- 1.3% |
$3.41K - $8.46K
|
11.6K
$711K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-153- 5.77% |
$3.43K - $8.52K
|
2.5K
$153K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-155- 23.96% |
$3.48K - $8.63K
|
492
$30.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-171- 1.27% |
$3.83K - $9.52K
|
13.3K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-173- 68.38% |
$3.88K - $9.63K
|
80
$4.91K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-200- 4.37% |
$4.48K - $11.1K
|
4.38K
$269K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-200- 0.85% |
$4.48K - $11.1K
|
23.3K
$1.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 3.61% |
$4.48K - $11.1K
|
5.34K
$328K
|
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
SELL
|
- |
-200- 1.38% |
$4.48K - $11.1K
|
14.3K
$874K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-200- 3.16% |
$4.48K - $11.1K
|
6.13K
$376K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 2.34% |
$4.48K - $11.1K
|
8.36K
$513K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-202- 4.6% |
$4.53K - $11.2K
|
4.19K
$257K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-204- 0.46% |
$4.57K - $11.4K
|
44.6K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-205- 51.51% |
$4.6K - $11.4K
|
193
$11.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-208- 1.56% |
$4.66K - $11.6K
|
13.1K
$804K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 11.5% |
$4.71K - $11.7K
|
1.62K
$99.2K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-210- 24.14% |
$4.71K - $11.7K
|
660
$40.5K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-214- 1.75% |
$4.8K - $11.9K
|
12K
$739K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-215- 1.95% |
$4.82K - $12K
|
10.8K
$663K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-221- 6.19% |
$4.95K - $12.3K
|
3.35K
$206K
|
|
|
Nov 10, 2022
Q3 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-222- 1.66% |
$4.98K - $12.4K
|
13.1K
$805K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-223- 1.0% |
$5K - $12.4K
|
22.1K
$1.36M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-230- 1.05% |
$5.16K - $12.8K
|
21.7K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-247- 13.9% |
$5.54K - $13.7K
|
1.53K
$93.9K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-250- 3.82% |
$5.61K - $13.9K
|
6.3K
$387K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-250- 1.09% |
$5.61K - $13.9K
|
22.7K
$1.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-272- 4.68% |
$6.1K - $15.1K
|
5.54K
$340K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-275- 0.81% |
$6.17K - $15.3K
|
33.5K
$2.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-275- 0.48% |
$6.17K - $15.3K
|
57.2K
$3.51M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-278- 4.17% |
$6.23K - $15.5K
|
6.38K
$392K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-279- 5.52% |
$6.26K - $15.5K
|
4.78K
$293K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-287- 0.29% |
$6.43K - $16K
|
100K
$6.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-290- 1.73% |
$6.5K - $16.1K
|
16.5K
$1.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-291- 27.35% |
$6.52K - $16.2K
|
773
$47.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-294- 9.12% |
$6.59K - $16.4K
|
2.93K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-294- 1.8% |
$6.59K - $16.4K
|
16K
$985K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-299- 1.82% |
$6.7K - $16.6K
|
16.2K
$992K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-300- 1.47% |
$6.73K - $16.7K
|
20.1K
$1.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-305- 0.51% |
$6.84K - $17K
|
59.7K
$3.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-317- 2.01% |
$7.11K - $17.6K
|
15.5K
$949K
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-320- 3.01% |
$7.17K - $17.8K
|
10.3K
$632K
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-323- 2.1% |
$7.24K - $18K
|
15.1K
$926K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-325- 6.85% |
$7.29K - $18.1K
|
4.42K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-326- 4.43% |
$7.31K - $18.1K
|
7.03K
$431K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-333- 6.91% |
$7.47K - $18.5K
|
4.49K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-334- 5.66% |
$7.49K - $18.6K
|
5.56K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-355- 0.42% |
$7.96K - $19.8K
|
84.4K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-363- 4.46% |
$8.14K - $20.2K
|
7.77K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-374- 5.45% |
$8.39K - $20.8K
|
6.48K
$398K
|